Integrations
Last updated
Last updated
Hardfin supports integrating with Customer Relationship Management (CRM) software. These integrations allow your organization to load commercial data from your CRM into Hardfin automatically.
Hardfin can automatically pull data from your CRM on an ongoing basis.
You define rules for which data flows from your CRM to Hardfin, including field-level configurations for data integration. Most businesses sync 3 key types of data on a regular basis:
CRM Account or Company → Hardfin Customer
CRM Opportunity or Deal → Hardfin Project
CRM Product of Line Item → Hardfin Product
Free accounts sync data once per day, while paid accounts sync data more frequently (every 5–60 minutes depending on the plan). Please to enable real-time data sync.
Integrate your CRM with Hardfin from the , accessible in the user dropdown menu.
You will see CRM configuration options in the "Customer Relationship Management" section. If you do not have a CRM connected, you will see the option to Connect HubSpot. If you are on an advanced plan tier and other CRMs have been enabled for your organization, you will see those integration options instead.
Hardfin supports HubSpot as the default CRM integration available on all plans. This integration allows users to manage their CRM data directly within the Hardfin platform with seamless synchronization, ensuring that your sales and financial operations are perfectly aligned.
Clicking "Connect HubSpot" will pop open a new window with the authentication flow for HubSpot. After you have approved your integration, your Hardfin organization will be directly connected to the CRM.
To ensure that all workflows have appropriate access to complete successfully, we recommend you integrate using an administrator account in your CRM.
Once connected successfully, you will be returned to the Integrations page.
You must configure the integration in order for data to start syncing automatically. Click "Configure" to open the configuration menu.
Your deal trigger determines when HubSpot information is synced automatically to Hardfin. By default Hardfin recommends syncing Closed won deals.
Select a deal pipeline and a deal stage. Hardfin will automatically sync your CRM information as soon as a Deal hits this stage.
Your project mapping determines how HubSpot Deal information is mapped to a Hardfin Project.
Select the deal fields you wish to map to projects. Hardfin will automatically sync your CRM information for each of these fields.
Your line item mapping determines how HubSpot Deal line item information is mapped to a Hardfin Project line item.
Select the line item fields you wish to map. Hardfin will automatically sync your CRM information for each of these fields.
Your customer mapping determines how HubSpot Company information is mapped to a Hardfin Customer.
Select the company fields you wish to map to customers. Hardfin will automatically sync your CRM information for each of these fields.
Once your HubSpot integration is fully configured, you will see the option to enable sync.
Select "Enable automatic sync" and click Save to start Hardfin automatically mapping your CRM data on an ongoing basis.
When enabling sync, you can specify a date from which to sync modified deals. Hardfin will automatically sync all deals modified after this date. For example, you may want to sync the prior year's worth of deals to Hardfin to .
You can update your configuration settings at any time to update the sync trigger, modify field mappings, or pause syncing. Simply click the gear icon next to your HubSpot configuration.
Looking for other CRMs such as Salesforce or Microsoft Dynamics? to activate the appropriate integration for your account. Advanced CRM support is included with Hardfin's advanced plan tiers or as an add-on for basic tiers.
